personal banking advisor

Emirates NBD

<div>
 <ul>
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   Sell and cross sell bank products and services to clients to achieve business targets.
  </li>
  <li>
   Open new channels to acquire new clients.
  </li>
  <li>
   Establish and develop relationships with branch clients to introduce the bank&rsquo;s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards.
  </li>
  <li>
   Handle and resolve customer queries in a timely manner.
  </li>
  <li>
   Ensure adherence to branch and regulator policies, recommendations and CBE regulations
  </li>
  <li>
   Provide advice on potential financial solutions based on identified needs.
  </li>
  <li>
   Analyze financial requirements of customer and match with banks products offerings.
  </li>
  <li>
   Develop opportunities to increase the sales production.
  </li>
  <li>
   Coach and assist the relationship officers to enhance productivity and achieve the set targets.
  </li>
 </ul>
 <p>
 </p>
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Personal Banking Advisor

Mashreq Corporate & Investment Banking Group

To delight internal and external customers over the telephone.Interact with customers over the phone to understand their banking needs.Provide excellent customer service to achieve customer loyalty.Resolve problems over the telephone on the spot.Convert sales opportunities in order to meet financial targets.Clarify and explain procedures and products over the telephone.Capture and report customer feedback towards continual product development.University Graduate (preferably with some finance / banking or maths component).Bilingual.1 - 3 years experienceVery customer focusedComputer literateExcellent communication skillsStrong listening skills.

Senior Personal Banking Advisor

Emirates Islamic

Job DescriptionJob Responsibility The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenueIdentify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.Identify new to bank personal banking customers and refer leads to other segments in the BanCustomer contact is virtually continuous and hence competencies and skills required for dealing with customers are criticalEnsure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendmentEnsure proper documentation, correctness &amp; completeness of all applications/formAccept, Evaluate &amp; send for processing all after sales transaction (AST)To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.Education &amp; SkillsProven experience as a personal banker; experience in sales or customer service is aplus Knowledge of personal banking practices and regulationsFamiliarity with banking software; excellent use of MS OfficeAbility to work diligently to meet targetsExcellent communication and negotiation skillsCustomer-oriented approach to handling problemsBSc/BA in Finance, Accounting or similar field preferredWhat We Offer YouCompetitive salary packageMarket-leading incentives (Only for incentives basedroles)Strong emphasis on work/life balanceGenerous annual leave entitlement and Private HealthcareWorld-class Learning &amp; Development platform and career developmentPreferential banking facilities for employees

Personal Banking Advisor- United Arab Emirates

Sturgis Bank & Trust Company

<div><div><b>Summary</b>:</div><div>
The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank&rsquo;s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.</div><div></div><div><b><br>
Key Responsibilities:</b><br>
<b> </b><i>Client Service:</i></div><ul><li>
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.</li><li>
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.</li><li>
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.</li><li>
Educates and demonstrates existing, new, or enhanced products to improve a client&rsquo;s banking experience.</li><li>
Understands and implements security protocols to protect the client, staff, and institution.</li></ul><div><i>
Transactional Activity:</i></div><ul><li>
Process clients&rsquo; deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier&rsquo;s checks, and wire transfers.</li><li>
Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required.</li><li>
Mitigates fraud through utilization of knowledge of the client and the client&rsquo;s typical transactional activity. Additionally following Security policies and procedures.</li><li>
Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.</li><li>
Balances each day&rsquo;s transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages.</li><li>
Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.</li></ul><div><i>
Miscellaneous Responsibilities</i>:</div><ul><li>
Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.</li><li>
May be requested to assist at other branches due to business need.</li><li>
Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.</li><li>
Other tasks as assigned.</li></ul><div></div><div><b><br>
Supervisory Responsibilities -</b></div><div>
None</div><div></div><div><b><br>
Qualifications</b></div><br>
<div></div><ul><li>
Ability to work with public. Prior Client Service experience preferred.</li></ul><br>
<div></div><ul><li>
Cash handling experience preferred.</li></ul><br>
<div></div><ul><li>
Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.</li></ul><br>
<div></div><ul><li>
Must have the ability to perform basic math skills and to calculate simple to complex transactions.</li></ul><br>
<div></div><ul><li>
Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner.</li></ul><br>
<div></div><ul><li>
Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc.</li></ul><div></div><div><b><br>
Education and/or Experience</b></div><div>
High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.</div><div></div><div><b><br>
Certificates, Licenses, Registrations</b></div><div>
Not applicable.</div><div></div><div><b><br>
Work Environment:</b></div><div>
Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.</div></div><p></p>

Personal Banker I

D.L. Evans Bank

<div><h2 class="jobSectionHeader"><b>Job Description</b></h2><p>
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking to help customers achieve their financial goals and the team to achieve business goals. He or she serves as a backup-teller and performs a variety of functions in paying and receiving as well as serving as a backup-loan assistant performing a variety of functions in preparing and filing documents, tracking insurance, maintaining loans as needed, and reviewing loan applications to verify completeness.</p><p><b>
Qualifications</b></p><ul><li>
Must be at least 18 years old</li><li>
High school diploma or GED required</li><li>
Customer service experience, including cash handling, required</li><li>
Banking experience preferred</li><li>
Knowledge of bank operations, policies, and procedures preferred</li><li>
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine</li><li>
Professional appearance, dress, and attitude</li></ul><p><b><br>
Responsibilities</b></p><ul><li>
Represents the Bank in a courteous and professional manner</li><li>
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly</li><li>
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area</li><li>
Ensures that customers' requests and questions are promptly resolved</li><li>
Maintains privacy of customer account information</li><li>
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate</li><li>
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel</li><li>
Presents and explains Bank services and products to customers and assists in meeting their financial needs</li><li>
Opens and closes accounts by obtaining information from the customer and entering into the computer system</li><li>
Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests</li><li>
Operates teller terminal, processes assigned cash and transactions, and balances at end of day</li><li>
Seeks opportunities to refer products and services for increased business to the Bank</li><li>
Enters loan information into automated software approval systems</li><li>
Assists in servicing loans by processing such items as payments, payoffs, problem loan workout arrangements, loan draws, address changes, payment extensions, collateral releases, and payment due date changes</li><li>
Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers</li><li>
Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided</li><li>
Helps other area personnel as required</li><li>
Keeps management informed of area activities and any significant problems or concerns</li><li>
Completes special projects as assigned</li></ul><h2 class="jobSectionHeader"><b>
Company Description</b></h2><p>
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!<br>
<br>
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.</p><h2 class="jobSectionHeader"><b>
Benefits</b></h2><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
FSA</li><li>
401(k)</li><li>
Employee Stock Ownership Plan</li><li>
Paid Vacation</li><li>
Sick Time</li><li>
Life Insurance</li><li>
Long-term Disability Insurance</li></ul></div>

Personal Banker

Columbia Bank

<div><div><b>About Us:</b></div><div><b>
</b></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div><b>
</b></div><div><b>
About the Role:</b></div><div><b>
</b></div><div>
The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.</div><div>
</div><ul><li>
Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
</li><li>Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
</li><li>Makes recommendations and follows through on commitments to clients.
</li><li>Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Opens Consumer and Business accounts for existing and new clients.
</li><li>Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
</li><li>Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
</li><li>Stays current on products and procedures.
</li><li>Resolves client issues and requests, exhibiting strong follow through.
</li><li>Building familiarity with business, consumer, and trust entities.
</li><li>Other responsibilities as assigned.</li></ul><div>
</div><div><b>
About You:</b></div><div><b>
</b></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of Client Service Specialist (Teller) or other banking experience preferred.
</li><li>Basic knowledge of consumer banking and business products and services offered.
</li><li>Ability and desire to actively develop consumer lending skills.
</li><li>Ability to follow Standard Operating Procedures.</li><li>
Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
</li><li>Ability to complete multiple and varying client requests in a timely manner.
</li><li>Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
</li><li>Familiar with state laws and regulations related to products and services.</li><li>
Requires reading, writing and basic math skills.</li><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.
</li><li>Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
</li></ul><div>
</div><div><b>Be a part of a bank that invests in you!</b></div><div>
</div><ul><li>
Competitive Incentive Plan: Earn rewards that match your efforts.</li><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><br>
</div><div><b>
Job Location(s):</b> Ability to work fully onsite at posted location.</div><div><b>
</b></div><div>
3700 Lone Tree Way Antioch, California 94509</div><div></div><div><b>
Our Benefits:</b></div><div><b>
</b></div><div>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 to $26.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div>
</div><div>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
</div><div>
</div><div><b>Our Commitment to Diversity:</b></div><div><b>
</b></div><div>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div>
</div><div><b>
To Staffing and Recruiting Agencies:
</b></div><div><b>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div>

Personal Banker II

Barclays

<div><p>Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market.</p><p></p><p>
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.</p><p></p><p>
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.</p><p></p><p>
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.</p><p></p><p><b>
What you will be doing:</b></p><p></p><ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul><p></p><p><b>
Essential Skills/Basic Qualifications:</b></p><p></p><ul><li>
Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul><p></p><p><b>
Desirable skills:</b></p><p></p><ul><li>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul><p></p><p>
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.</p><p></p><p>
This role is based in Dubai.</p>
<p><b>
Purpose of the role</b></p><p>
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p><p></p><p><b>
Accountabilities</b></p><ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul><p></p><p><b>
Vice President Expectations</b></p><ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul><p></p><p>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Private Banker – Abu Dhabi

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